James J. Burns & Company’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Buy |
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|
2025
Q1 | $312K | Sell |
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|
2024
Q4 | $279K | Sell |
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|
2024
Q3 | $306K | Sell |
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|
2024
Q2 | $291K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $340K | Sell |
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|
2023
Q3 | $327K | Sell |
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|
2023
Q2 | $629K | Sell |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $990K | Buy |
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